Mike Alfred’s Brown-Forman Class A BF.A Stock Holding History

Mike Alfred’s Portfolio BF.A Stock Details BF.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,000	Closed	-$342K	–	17
2025 Q4	$342K	Buy	+13,000	New	+$363K	0.18%	18

Other funds holding BF.A

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Mike Alfred's BF.A Position: Q1 2026 in Review

Mike Alfred sold out of Brown-Forman Class A (BF.A) in Q1 2026, closing a stake of 13,000 shares — an estimated $342K sold.

Mike Alfred first reported a position in BF.A in Q4 2025 and held it in 1 quarter. The position peaked at $342K in Q4 2025. 209 funds tracked by Wall St. Rank hold BF.A as of Q1 2026.

Mike Alfred reported no remaining Brown-Forman Class A position as of Q1 2026 after selling out during the quarter.
Mike Alfred sold 13,000 Brown-Forman Class A shares in Q1 2026, an estimated $342K.
Mike Alfred first reported a position in Brown-Forman Class A in Q4 2025 and held it in 1 quarter.
Mike Alfred's Brown-Forman Class A position peaked at $342K in Q4 2025.
209 funds tracked by Wall St. Rank held Brown-Forman Class A as of Q1 2026.

Based on Alpine Fox Capital's 13F filing for Q1 2026, filed 14 May 2026.